require "test_helper" require "csv" class FamilyTest < ActiveSupport::TestCase include Account::EntriesTestHelper def setup @family = families :empty end test "calculates assets" do assert_equal Money.new(0, @family.currency), @family.assets create_account(balance: 1000, accountable: Depository.new) create_account(balance: 5000, accountable: OtherAsset.new) create_account(balance: 10000, accountable: CreditCard.new) # ignored assert_equal Money.new(1000 + 5000, @family.currency), @family.assets end test "calculates liabilities" do assert_equal Money.new(0, @family.currency), @family.liabilities create_account(balance: 1000, accountable: CreditCard.new) create_account(balance: 5000, accountable: OtherLiability.new) create_account(balance: 10000, accountable: Depository.new) # ignored assert_equal Money.new(1000 + 5000, @family.currency), @family.liabilities end test "calculates net worth" do assert_equal Money.new(0, @family.currency), @family.net_worth create_account(balance: 1000, accountable: CreditCard.new) create_account(balance: 50000, accountable: Depository.new) assert_equal Money.new(50000 - 1000, @family.currency), @family.net_worth end test "should exclude disabled accounts from calculations" do cc = create_account(balance: 1000, accountable: CreditCard.new) create_account(balance: 50000, accountable: Depository.new) assert_equal Money.new(50000 - 1000, @family.currency), @family.net_worth cc.update! is_active: false assert_equal Money.new(50000, @family.currency), @family.net_worth end test "needs sync if last family sync was before today" do assert @family.needs_sync? @family.update! last_synced_at: Time.now assert_not @family.needs_sync? end test "syncs active accounts" do account = create_account(balance: 1000, accountable: CreditCard.new, is_active: false) Account.any_instance.expects(:sync_later).never @family.sync account.update! is_active: true Account.any_instance.expects(:needs_sync?).once.returns(true) Account.any_instance.expects(:last_sync_date).once.returns(2.days.ago.to_date) Account.any_instance.expects(:sync_later).with(start_date: 2.days.ago.to_date).once @family.sync end test "calculates snapshot" do asset = create_account(balance: 500, accountable: Depository.new) liability = create_account(balance: 100, accountable: CreditCard.new) asset.balances.create! date: 1.day.ago.to_date, currency: "USD", balance: 450 asset.balances.create! date: Date.current, currency: "USD", balance: 500 liability.balances.create! date: 1.day.ago.to_date, currency: "USD", balance: 50 liability.balances.create! date: Date.current, currency: "USD", balance: 100 expected_asset_series = [ { date: 1.day.ago.to_date, value: Money.new(450) }, { date: Date.current, value: Money.new(500) } ] expected_liability_series = [ { date: 1.day.ago.to_date, value: Money.new(50) }, { date: Date.current, value: Money.new(100) } ] expected_net_worth_series = [ { date: 1.day.ago.to_date, value: Money.new(450 - 50) }, { date: Date.current, value: Money.new(500 - 100) } ] assert_equal expected_asset_series, @family.snapshot[:asset_series].values.map { |v| { date: v.date, value: v.value } } assert_equal expected_liability_series, @family.snapshot[:liability_series].values.map { |v| { date: v.date, value: v.value } } assert_equal expected_net_worth_series, @family.snapshot[:net_worth_series].values.map { |v| { date: v.date, value: v.value } } end test "calculates top movers" do checking_account = create_account(balance: 500, accountable: Depository.new) savings_account = create_account(balance: 1000, accountable: Depository.new) create_transaction(account: checking_account, date: 2.days.ago.to_date, amount: -1000) create_transaction(account: checking_account, date: 1.day.ago.to_date, amount: 10) create_transaction(account: savings_account, date: 2.days.ago.to_date, amount: -5000) zero_income_zero_expense_account = create_account(balance: 200, accountable: Depository.new) create_transaction(account: zero_income_zero_expense_account, amount: 0) snapshot = @family.snapshot_account_transactions top_spenders = snapshot[:top_spenders] top_earners = snapshot[:top_earners] top_savers = snapshot[:top_savers] assert_equal [ 10 ], top_spenders.map(&:spending) assert_equal [ 5000, 1000 ], top_earners.map(&:income) assert_equal [ 1, 0.99 ], top_savers.map(&:savings_rate) end test "calculates rolling transaction totals" do account = create_account(balance: 1000, accountable: Depository.new) create_transaction(account: account, date: 2.days.ago.to_date, amount: -500) create_transaction(account: account, date: 1.day.ago.to_date, amount: 100) create_transaction(account: account, date: Date.current, amount: 20) snapshot = @family.snapshot_transactions expected_income_series = [ 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 500, 500, 500 ] assert_equal expected_income_series, snapshot[:income_series].values.map(&:value).map(&:amount) expected_spending_series = [ 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 100, 120 ] assert_equal expected_spending_series, snapshot[:spending_series].values.map(&:value).map(&:amount) expected_savings_rate_series = [ 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 0, 1, 0.8, 0.76 ] assert_equal expected_savings_rate_series, snapshot[:savings_rate_series].values.map(&:value).map { |v| v.round(2) } end private def create_account(attributes = {}) account = @family.accounts.create! name: "Test", currency: "USD", **attributes account end end